晶晨半导体（上海）股份有限公司董事会提名委员会 晶晨半导体（上海）股份有限公司董事会提名委员会 2024 年 8 月 14 日 1、经审阅公司第三届董事会独立董事候选人冯义晶先生的个人履历等相关 资料，上述独立董事候选人未持有公司股份，与公司其他董事、监事、高级管理 人员以及持股 5%以上股东、实际控制人不存在其他关联关系，不存在《公司法》 规定的不得担任公司的董事的情形；未被中国证监会采取证券市场禁入措施；未 被证券交易所公开认定为不适合担任上市公司董事；未受过中国证监会行政处罚 和证券交易所公开谴责或通报批评；没有因涉嫌犯罪被司法机关立案侦查或者涉 嫌违法违规被中国证监会立案调查等情形；经查询不属于失信被执行人，符合有 关法律、行政法规、部门规章、规范性文件等规定的任职资格和独立性要求。 2、上述独立董事候选人具有丰富的专业知识，熟悉相关法律、行政法规、 规章与规则，其任职资格、教育背景、工作经历、业务能力符合公司独立董事任 职要求。 综上，我们同意提名冯义晶先生为公司第三届董事会独立董事候选人，并同 意将该议案提交公司第三届董事会第十二次会议进行审议。 关于第三届董事会独立董事候选人的审核意见 根据《中 ...

本公司监事会及全体监事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 证券代码：688099 证券简称：晶晨股份 公告编号：2024-026 晶晨半导体（上海）股份有限公司 第三届监事会第十一次会议决议公告 会议以投票表决方式审议通过了以下议案： 一、审议通过《关于<2024 年半年度报告>及其摘要的议案》 公司监事会对《2024 年半年度报告》及其摘要进行了充分审核，经审核，公 司监事会认为： 1、公司《2024 年半年度报告》及其摘要的编制和审议程序符合法律、法规、 《公司章程》和公司内部管理制度的各项规定； 4、监事会保证公司《2024 年半年度报告》及其摘要所披露的信息真实、准 确、完整，不存在任何虚假记载、误导性陈述或重大遗漏，并对其内容的真实性、 晶晨半导体（上海）股份有限公司（以下简称"公司"）第三届监事会第十一 次会议于2024年8月14日以通讯表决的方式召开，公司以通讯方式向全体监事发出 召开本次会议的通知，与会的各位监事已知悉与所议事项相关的必要信息。本次 会议由监事会主席赵丹女士召集并主持，会议应到监事3名，实到监事3名， ...

证券代码：688099 证券简称：晶晨股份 公告编号：2024-028 晶晨半导体（上海）股份有限公司 关于使用部分暂时闲置募集资金进行现金管理的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 2024 年 8 月 14 日，晶晨半导体（上海）股份有限公司(以下简称"公司"或 "晶晨股份")召开第三届董事会第十二次会议、第三届监事会第十一次会议，审议 通过了《关于使用部分暂时闲置募集资金进行现金管理的议案》，同意公司使用 额度不超过人民币 0.5 亿元(含 0.5 亿元)的暂时闲置募集资金在确保不影响募集 资金投资项目（以下简称"募投项目"）进度、不影响公司正常生产经营及确保 资金安全的情况下进行现金管理，用于购买安全性高、流动性好、满足保本要求 的理财产品或存款类产品（包括但不限于协定性存款、结构性存款、定期存款、 大额存单等），在上述额度范围内，资金可以滚动使用，使用期限自公司董事会 审议通过之日起 12 个月内有效。董事会授权董事长在上述额度内行使该项决策 权及签署相关合同、协议等文件，具体事项由公司财务部负责 ...

Company Overview and Governance - The company's semi-annual report for 2024 has been released, with the company code 688099 and the abbreviation "晶晨股份" [1] - The company's board of directors, supervisors, and senior management guarantee the authenticity, accuracy, and completeness of the semi-annual report, and bear individual and joint legal responsibilities [2] - The company has detailed various risks and countermeasures in the report, and the entire board of directors attended the board meeting [3] - The semi-annual report has not been audited, and the company's responsible persons have declared the financial report to be true, accurate, and complete [3] - The company has no profit distribution plan or capital reserve to share capital plan for this reporting period [3] - The company has no special arrangements for corporate governance and no non-operational fund occupation by controlling shareholders or other related parties [4] - The company has no violations of decision-making procedures for external guarantees, and no more than half of the directors cannot guarantee the authenticity, accuracy, and completeness of the semi-annual report [4] - The report includes forward-looking statements about the company's future plans and development strategies, which do not constitute a substantive commitment to investors [4] - The company's subsidiaries include Amlogic (Hong Kong) Limited, Amlogic Holdings Ltd., and various other entities in different regions [9] - The company collaborates with global partners such as ARM, Google, Amazon, and Xiaomi [9] - The company's registered address is located at No. 350 Chunxiao Road, South Building, Room 406, China (Shanghai) Pilot Free Trade Zone [11] - The company's office address is at No. 2555 Xiupu Road, Pudong New Area, Shanghai, in the Caobeijing Kangqiao Business Oasis E5 building [13] - The company's website is accessible at http://www.Amlogic.cn and http://www.Amlogic.com [13] - The company's stock is listed on the Shanghai Stock Exchange's STAR Market under the ticker symbol 688099 [16] - The company's legal representative is John Zhong [11] - The company's A-share stock is traded under the name "晶晨股份" (Jingcheng Shares) on the Shanghai Stock Exchange [16] - The company's electronic mail for investor relations is IR@Amlogic.com [13] - The company's semi-annual report is available on the website www.sse.com.cn [15] - The company's designated newspapers for information disclosure include "Shanghai Securities News," "China Securities Journal," "Securities Times," and "Securities Daily" [15] - The company's contact phone number is 021-38165066, and the fax number is 021-50275100 [14] Financial Performance - Revenue for the first half of 2024 reached 3.016 billion yuan, a year-on-year increase of 28.33% [18] - Net profit attributable to shareholders of the listed company was 362.15 million yuan, a year-on-year increase of 96.06% [18] - R&D expenses for the first half of 2024 were 674 million yuan, an increase of 66 million yuan compared to the same period last year [19] - T-series product sales revenue increased by approximately 70% year-on-year in the first half of 2024 [19] - W-series products accounted for over 8% of the company's total shipments in Q2 2024 [19] - The company successfully taped out a 6nm commercial chip based on the new ARM V9 architecture and self-developed edge AI capabilities, securing initial commercial orders [19] - Basic earnings per share for the first half of 2024 were 0.87 yuan, a year-on-year increase of 93.33% [21] - Weighted average return on equity (ROE) for the first half of 2024 was 6.37%, an increase of 2.72 percentage points year-on-year [21] - R&D investment as a percentage of revenue decreased by 3.51 percentage points to 22.35% in the first half of 2024 [21] - The company expects further year-on-year revenue growth in Q3 2024 and the full year of 2024, though specific performance remains uncertain [19] - Q2 2024 global semiconductor industry sales reached $149.9 billion, a YoY increase of 18.3% and a QoQ increase of 6.5% [26] - Q2 2024 company revenue reached 1.638 billion RMB, a YoY increase of 24.53% and a QoQ increase of 18.82% [26] - Wi-Fi 6 2×2 chip launched in 2023, with W series products accounting for over 8% of total shipments in Q2 2024 [30] - Company plans to launch a tri-mode combo product (Wi-Fi 6 + BT 5.4 + 802.15.4) in 2024, supporting Thread/Zigbee and enabling Matter controller and IoT gateway applications [30] - 6nm commercial chip based on ARM V9 architecture and in-house edge AI capabilities successfully taped out, with initial commercial orders secured [31] - 8K chip performed well in the first domestic operator commercial batch tender [31] - Company's S-series SoC chips are widely adopted by major manufacturers like ZTE, Xiaomi, Google, and Amazon, and used in domestic and international operator equipment [31] - Company has 11 key core technologies, including ultra-high-definition multimedia codec, global digital TV demodulation, and ultra-low-power technology [27] - Company is a leader in smart set-top box chips, a pioneer in smart TV chips, and an innovator in smart audio-visual system terminal chips [27] - Company's products are applied in various fields, including smart home, automotive, education, and industrial applications [30] - T series SoC chip sales revenue increased by approximately 70% year-over-year in the first half of 2024 [32] - W series Wi-Fi 6 product accounted for over 8% of the company's total shipments in Q2 2024 [34] - The company achieved revenue of 3.016 billion yuan in the first half of 2024, a year-over-year increase of 28.33% [37] - Net profit attributable to the parent company in the first half of 2024 was 362 million yuan, a year-over-year increase of 96.06% [37] - Q2 2024 revenue reached 1.638 billion yuan, a year-over-year increase of 24.53% and a quarter-over-quarter increase of 18.82% [37] - Q2 2024 net profit attributable to the parent company was 235 million yuan, a year-over-year increase of 52.07% and a quarter-over-quarter increase of 83.94% [37] - R&D expenses in the first half of 2024 were 674 million yuan, an increase of 66 million yuan compared to the same period last year [37] - The number of R&D personnel increased by 108 compared to the same period last year [37] - The company's automotive electronics chips have been successfully mass-produced and commercialized in several well-known domestic and international car manufacturers [35] - The company plans to launch a new tri-mode combination product (Wi-Fi 6 + BT 5.4 + 802.15.4) in 2024 [34] - W series products accounted for over 8% of the company's total shipments in Q2 2024, with sales expected to further increase due to rapid product iteration and series expansion [38] - The company's 6nm commercial chip based on ARM V9 architecture and self-developed edge AI capabilities has secured initial commercial orders after successful tape-out [38] - The company's 8K chip performed exceptionally well in the first batch of commercial bidding by domestic operators [38] - The company expects Q3 2024 and full-year 2024 revenue to grow year-over-year, though specific performance remains uncertain [38] - The company applied for 24 new patents in the reporting period, all of which were invention patents, and was granted 14 invention patents [40][41] - Total R&D investment in the reporting period was 674.07 million yuan, a 10.91% increase year-over-year, with R&D expenses accounting for 22.35% of revenue [42] - The company is upgrading its S series SoC chips with a total planned investment of 270 million yuan, aiming to reduce production costs and enhance performance [44] - The global version of the high-performance, low-power S series SoC chip project has invested 101.8 million yuan in the current period, with a total investment of 158.76 million yuan [44] - The company's T series SoC chip upgrade project has invested 60.87 million yuan in the current period, with a total investment of 140.57 million yuan, targeting the global smart display market [44] - The high-end smart terminal SoC chip upgrade project has invested 29.46 million yuan in the current period, with a total investment of 61.25 million yuan, focusing on high-end smart display applications [44] - Global version of Smart T-series SoC chip upgrade achieved phased results, with R&D and trial production ongoing, supporting global TV market standards and new image quality technologies [45] - Machine vision intelligent chip is in trial production phase, targeting high-performance edge-side visual computing for robotics [45] - Wireless connectivity chip upgrade and next-gen wireless connectivity chip achieved phased results, supporting Wi-Fi and Bluetooth integration for smart displays and devices [45] - Next-gen intelligent voice SoC chip is in trial production, supporting ultra-low power standby and voice wake-up interaction [45] - SoC chip R&D for new smart terminal applications is in progress, targeting high-performance, low-power solutions for smart home and robotics [45] - High-frame-rate color video signal display processing chip R&D is ongoing, targeting smart TVs and home devices [46] - Total R&D investment for the period reached 194,800.00 million, with 143,431.11 million already utilized [46] - R&D personnel increased to 1,588, accounting for 85.74% of total employees, with average salary rising to 32.55 thousand [47] - R&D team consists of 45.09% master's degree holders and 48.87% bachelor's degree holders, with 43.01% aged 30-40 [48] - Core R&D team has over 20 years of industry experience, with stable and high-quality talent structure [52] - Revenue for the first half of 2024 reached 3.016 billion yuan, a year-on-year increase of 28.33% [54] - Net profit attributable to the parent company in the first half of 2024 was 362 million yuan, a year-on-year increase of 96.06% [54] - Q2 2024 revenue reached 1.638 billion yuan, a year-on-year increase of 24.53% and a quarter-on-quarter increase of 18.82% [54] - Q2 2024 net profit attributable to the parent company was 235 million yuan, a year-on-year increase of 52.07% and a quarter-on-quarter increase of 83.94% [54] - R&D expenses in the first half of 2024 were 674 million yuan, an increase of 66 million yuan compared to the same period last year [54] - T-series product sales revenue increased by approximately 70% year-on-year in the first half of 2024 [54] - W-series products accounted for over 8% of the company's total shipments in Q2 2024 [54] - The company has 1,588 R&D personnel as of June 30, 2024, an increase of 108 compared to the same period last year [54] - The company confirmed share-based payment expenses of 66 million yuan in the first half of 2024, impacting net profit attributable to the parent company by 69 million yuan [54] - The company's 6nm commercial chip based on ARM V9 architecture and self-developed edge AI capabilities has received its first batch of commercial orders [54] - Revenue for the reporting period reached 3,016.21 million yuan, a year-on-year increase of 28.33% [65] - Net profit attributable to the parent company was 362.15 million yuan [65] - Total assets as of June 30, 2024, amounted to 7,083.64 million yuan [65] - Net cash flow from operating activities increased by 12.46% to 622.39 million yuan [65] - R&D expenses rose by 10.91% to 674.07 million yuan [65] - Gross profit margin faced potential fluctuations due to market competition and product iteration [60] - Inventory turnover rate may decline, increasing the risk of inventory impairment [60] - The company faces risks from supplier concentration, particularly in wafer foundry services [59] - Potential risks from changes in tax优惠政策 could impact profitability [64] - Exchange rate fluctuations may affect performance due to significant overseas sales and procurement [64] - Operating revenue increased by 665.83 million yuan, up 28.33% year-on-year, driven by market recovery and proactive sales strategies [66] - Operating costs rose by 420.89 million yuan, up 27.54% year-on-year, primarily due to increased sales [66] - R&D expenses increased by 66.32 million yuan, up 10.91% year-on-year, mainly due to higher personnel costs [66] - Net cash flow from operating activities increased by 68.96 million yuan, up 12.46% year-on-year, due to improved sales collections [66] - Other receivables increased by 54.74% to 41.28 million yuan, mainly due to unclaimed export tax rebates [68] - Other current assets surged by 987.82% to 235.72 million yuan, driven by increased input tax credits and short-term debt investments [68] - Contract liabilities increased by 184.95% to 157.44 million yuan, reflecting higher advance payments from customers [68] - Overseas assets totaled 1,427.79 million yuan, accounting for 20.16% of total assets [69] - Total financial assets measured at fair value reached 1,334.52 million yuan, with a fair value change of 7.90 million yuan during the period [71] - Investment in the Shanghai Guoce Green Technology Manufacturing Private Equity Fund totaled 90 million yuan, with a cumulative profit impact of 21.39 million yuan [74] - Jingcheng Hong Kong's total assets amounted to 158,554.35 million yuan, with a net profit of 5,886.63 million yuan [75] - Jingcheng Shenzhen's total assets were 22,993.58 million yuan, with a net profit of 1,229.02 million yuan [75] - Jingcheng California reported a net loss of 554.34 million yuan [75] - Jingcheng Beijing's total assets were 3,828.56 million yuan, with a net profit of 282.45 million yuan [75] - Shanghai Jingyi's total assets were 10,528.92 million yuan, with a net profit of 2.06 million yuan [75] - Shanghai Jingmin's total assets were 28,653.70 million yuan, with a net profit of 192.62 million yuan [75] - Jingcheng Chengdu's total assets were 5,136.95 million yuan, with a net profit of 411.14 million yuan [75] - Jingcheng Xi'an's total assets were 4,137.34 million yuan, with a net profit of 500.11 million yuan [75] - Jingcheng Nanjing's total assets were 686.61 million yuan, with a net profit of 27.68 million yuan [75] - Jingcheng Hefei's total assets were 1,866.20 million yuan, with a net profit of 148.03 million yuan [75] - The company's controlling shareholders and actual controllers, including John Zhong and Yeeping Chen Zhong, will repurchase shares issued in the initial public offering within a specified period [89] - The company confirms that its prospectus contains no false statements or material omissions, and it will compensate investors if losses occur due to such issues [89] - The company will repurchase all newly issued shares at the offering price plus bank deposit interest if any false statements or material omissions are found before trading begins [89] - If false statements or material omissions are found after trading begins, the company will propose a share repurchase plan within 5 working days and submit it to the shareholders' meeting for approval [89] - The company will strengthen R&D, expand business, and improve profitability to mitigate the impact of diluted earnings per share and return on equity after the IPO [90] - The company will optimize product processes, improve production efficiency, and reduce operating costs to enhance profitability [90] - The company has established a "Fund Management System" to ensure efficient use of raised funds and accelerate the construction of investment projects [90] - The company will strictly supervise the use of raised funds to ensure they are used for specified projects, aiming to enhance profitability and operational performance [92] - The company has established a profit distribution mechanism and shareholder return plan to protect the interests of shareholders, especially minority shareholders [92] - The controlling shareholders and actual controllers have committed not to interfere with the company's management and to compensate for any losses caused by their actions [92] - Directors and senior management have pledged to avoid unfair benefits and to link their compensation with the company's performance and return measures [92] - The company guarantees to fulfill all public commitments disclosed in the IPO prospectus and will compensate investors for any losses due to unfulfilled commitments [93] - The controlling shareholders and actual controllers have committed to extend the lock-up period of their shares if they fail to fulfill their commitments [93] - The company expects daily related-party transactions with Amlogic Holdings Ltd. to amount to RMB 170 million in 2024 [99] - The company has no significant litigation or arbitration matters during the reporting period [98] - The company has no non-operational fund occupation by controlling shareholders or other related parties [97] - The company has no illegal guarantees or bankruptcy restructuring matters [97][98] - The company's controlling shareholders and related parties have committed to avoiding competitive business activities with the company [96] - The company's directors and senior management have pledged to fulfill all public commitments made during the IPO [94] - The company's controlling shareholders have extended the lock-up period for their shares until all adverse effects from unfulfilled commitments are resolved [94] - The company's controlling shareholders will not receive dividends or bonus shares until all adverse effects from unfulfilled commitments are resolved [94] - The company's controlling shareholders will compensate investors for losses if commitments are not fulfilled [94] - The company's controlling shareholders will transfer or terminate any competitive business activities if they arise [96] - Total raised funds amount to 1.583 billion yuan, with net funds after deducting issuance costs reaching 1.503 billion yuan [103] - Cumulative

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 证券代码：688099 证券简称：晶晨股份 公告编号：2024-025 晶晨半导体（上海）股份有限公司 第三届董事会第十二次会议决议公告 经核查，公司《2024 年半年度募集资金存放与实际使用情况的专项报告》已 根据《上市公司监管指引第 2 号——上市公司募集资金管理和使用的监管要求》、 《上海证券交易所科创板股票上市规则》和《晶晨半导体（上海）股份有限公司 募集资金管理制度》等规定的要求编制完毕。公司 2024 年半年度募集资金的存 放与实际使用情况与公司已披露情况一致，不存在变相改变募集资金用途和损害 股东利益的情况，不存在违规使用募集资金的情形。 具体内容详见公司在上海证券交易所网站（www.sse.com.cn）披露的《晶晨 股份 2024 年半年度募集资金存放与实际使用情况的专项报告》（公告编号： 2024-027） 晶晨半导体（上海）股份有限公司（以下简称"公司"）第三届董事会第十 二次会议于 2024 年 8 月 14 日以现场结合通讯表决的方式召开，公司以书面 ...

证券代码：688099 证券简称：晶晨股份 公告编号：2024-033 晶晨半导体（上海）股份有限公司 关于召开 2024 年第一次临时股东大会的通知 本公司董事会及全体董事保证公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 一、 召开会议的基本情况 （一） 股东大会类型和届次 2024 年第一次临时股东大会 召开日期时间：2024 年 9 月 2 日 14 点 30 分 召开地点：上海市浦东新区秀浦路 2555 号漕河泾康桥商务绿洲 E5 栋一楼会 议室 （五） 网络投票的系统、起止日期和投票时间 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止时间：自 2024 年 9 月 2 日 至 2024 年 9 月 2 日 股东大会召开日期：2024年9月2日 本次股东大会采用的网络投票系统：上海证券交易所股东大会网络投票 系统 （二） 股东大会召集人：董事会 （三） 投票方式：本次股东大会所采用的表决方式是现场投票和网络投票相结 合的方式 （四） 现场会议召开的日期、时间和地点 采用上海证券交易所网络投票系统，通过交易系统 ...

关于变更独立董事及调整 证券代码：688099 证券简称：晶晨股份 公告编号：2024-032 董事会专门委员会委员的公告 晶晨半导体（上海）股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 冯义晶先生作为公司第三届董事会独立董事候选人，为会计专业人士，具 备履行独立董事职责的任职资格及工作经验。作为公司第三届董事会独立董事 候选人，冯义晶先生已承诺尽快参加独立董事履职培训，其任职资格和独立性 已经上海证券交易所审核无异议，并提交公司 2024 年第一次临时股东大会审 议。 特此公告。 晶晨半导体（上海）股份有限公司董事会 2024 年 8 月 15 日 附件：冯义晶先生个人简历 冯义晶先生，男，1982 年生，于 2004 年 6 月获得中国南京审计大学(前称 南京审计学院)审计学士学位；于 2017 年 1 月，成为中国注册会计师协会的非 执业会员；于 2013 年 1 月，亦获接纳为特许公认会计师协会的资深会员；于 2010 年 11 月，亦获内部审计师协会(The Institute of Intern ...

[Table_MainInfo] 公司研究/信息设备/半导体产品与半导体设备 证券研究报告 晶晨股份(688099)公司研究报告 2024 年 07 月 24 日 [Table_InvestInfo] 投资评级 优于大市 维持 股票数据 | --- | --- | |-------------------------------------------------------------------|-------------| | 07[Table_StockInfo 月 23日收盘价(元)] | 64.33 | | 52 周股价波动(元) | 39.90-95.50 | | 总股本/流通 A 股(百万股) | 418/418 | | 总市值/流通市值(百万元) | 26911/26911 | | 相关研究 | | | [Table_ReportInfo] 《 环 比 改 善 明 显 , 三 季 度 有 望 维 持 》 | | 2023.08.24 市场表现 [Table_QuoteInfo] 晶晨股份 海通综指 -52.56% -41.56% -30.56% -19.56% -8.56% 2023/7 2 ...

证券代码:688099 证券简称:晶晨股份 晶晨半导体(上海)股份有限公司投资者关系活动记录表 编号:2024-004 投 资√特定对象调研 □分析师会议 □媒体采访 □业绩说明会 者 关 □新闻发布会 □路演活动 系 活 □现场参观 动 类 □其他 (请文字说明其他活动内容) 别 Cephei Capital Management (Hong Kong) Limited 参 与 EASTSPRING INVESTMENTS (SINGAPORE) LIMITED Elevation Advisors Limited 单 位 Fullerton IKARIA GROUP (HK) LIMITED 名称 IVY CAPITAL LIMITED Leadhorse LyGH Capital Oberweis Asset Management (Hong Kong) Limited POWER PACIFIC INVESTMENT MANAGEMENT INC. Rockhampton Management Limited SEQUOIA CAPITAL LLP Shiva Capital Group Limite ...

今年的一季度国内的占比是在30%多海外的占比在60%多那收入里面一季度S系列占到30%多其中在30%多里面40%多是来自于国内市场50%多是来自于海外市场 T系列在一季度的收入是占到40%多这其中30%多是来自于海外市场30%多来自于国内市场60%多来自于海外市场这是T系列的我们再来看一下A系列A系列我们一季度的收入占比也是在20%出头一点 这其中也是10%出头一点是来自于国内市场80%多来自于海外市场WiFi系列一季度的收入占比占1点几同样也是90%多是来自于海外市场10%以下是来自于国内市场剩下的0点几是我们机械电子收入的占比 其实电子的这台产品线里面呢也是80%多来自于海外市场百分之十几来自于国内市场这是一季度其实一季度的这个收入占比情况当时在一季度的交流的时候应该跟大家讲过那今天之所以再讲一遍的第一个是可能他大概时间久了会 数据记忆没那么清晰了第二个也是希望通过分享一季度和二季度我们来看一下环比的产品线的占比的趋势变化以及国内外的占比的趋势变化我们刚刚讲了一季度再来讲一下二季度二季度我们国内的收入在20%多也就是一季度国内是30%多那二季度是加上到 20多相应的海外的二季度的收入占比就提升到了70%多 ...